The Region Maintenance Part
When you select the Region Maintenance tool, the corresponding part appears. Columns Region ID Any combination of 1 to 10…
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Documentation
Adding Regions
To add a region: In Manage | Region Maintenance click Add a row. Enter an Region ID for the region. Enter a…
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The Templates Tool
The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system….
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The Templates Part
When you select the Templates tool, the corresponding part appears: Columns Doc Type The document type for which this template…
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Uploading Templates
To upload a template: In Manage | Templates, click Add a row. In Doc Type, select the type for the…
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Introduction to Contacts
Spitfire Contacts include all those individuals and companies with whom you do business. Not all Spitfire Contacts are users, but…
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Understanding Roles and Contacts
An understanding of Contacts in sfPMS requires an understanding of roles. Roles are created and capabilities are assigned during the…
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Roles’ Capabilities
Roles are defined with capabilities that determine what a person with that role can do or see in sfPMS. Full…
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Roles’ Responsibilities
Internally sfPMS understands the responsibilities of the following: Accountant Alternate CM Alternate PM Architect Associate Bonder Construction Manager Customer/Owner Development…
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Roles’ Organizational Level
One of the ways to control which Contacts can see other Contacts is through the use of Organizational Levels assigned…
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